Seth Wohner is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Nucar and Corporation Service Company. Seth is also involved with Diamond State Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs, including access to third-party money managers and model portfolios.

Edward Ranieri is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2022 and previously worked at Cuna Mutual Group and CUNA Brokerage Services for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Simendinger is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at several firms including SIMM Associates and Diamond State Financial Group, where he also serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide, offering a multi-manager platform with a range of portfolio management and retirement services.

Preston Knotts is a financial professional with two years of industry experience, currently with Cetera. He holds a Series 66 designation and has prior experience at WSFS Bank and in hospitality roles. Knotts is also engaged as a financial professional with Diamond State Financial Group, providing securities and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary management options, integrating model portfolios, third-party managers, and customized strategies.

Christopher Simmons Jr. is a financial advisor with Raymond James Financial in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His previous roles include positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Simmons is also associated with Wheeler Financial LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary services supported by analytical tools and maintains specialized programs, including municipal advising and SIMPLE IRA employer consulting.

Dennis Valentino is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he serves on the board of a condominium association and holds trustee positions for multiple 401(k) plans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Deion Whittington is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked previously at J.P. Morgan Securities LLC, Morgan Stanley, and Bank of America. Outside of his advisory roles, he is involved with entrepreneurial ventures including Road Warrior Enterprise and Benton Block Recordz LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Shallon Febres is a financial advisor with Morgan Stanley in Greenville, DE, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Hardik Shah is a financial professional with 23 years of industry experience. He currently works at Cetera and holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2023, he spent two decades with Minnesota Life and Securian Financial Services. Shah is also an author. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures and managerial options.

Matthew Perny is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with entrepreneurs, business owners, executives, and ultra affluent families, helping them simplify complex financial needs through customized strategies. Matt leverages his fiduciary, investment, and trust experience to serve as a chief financial advocate for his clients, coordinating their objectives with accountants, attorneys, and family offices while navigating the resources of Merrill and Bank of America. Prior to joining Merrill, Matt was President and Chief Fiduciary Officer of Stifel Trust Company Delaware, N.A., where he led the national trust company and oversaw trust, investment management, and custody accounts. He began his financial services career in 2002 with Wilmington Trust Company as a Private Client Advisor. His areas of expertise include family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits. Matt holds a Bachelor of Science degree in Biology from Davidson College and a Juris Doctor degree from the Delaware School of Law at Widener University. He has earned the Personal Investment Advisor (PIA) designation. Matt is a member of the Delaware Estate Planning Council. He resides in northern Delaware with his wife and three sons. In his free time, he enjoys hiking, biking, cooking, fishing, golfing, running, surfing, and spending time with his family.

Sherley Legerme is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to her advisory role, she is involved in selling loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery investment strategies and discretionary separately managed accounts. The firm supports advisory services on a large scale with approximately 3,698 financial advisors and $15.5 billion in assets under management.

John Messersmith is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2025, following ten years at Next Financial Group Inc. He has operated Messersmith & Associates since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services network.

Danilo Ercole is an advisor with LPL Financial, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to joining LPL in 2025, he worked at The Vanguard Group for two years and held various roles including self-employment and positions outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive research resources and a broad platform including strategic allocations, direct indexing, and institutional programs.

Zachary Hickman is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at TD Bank and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Randal Eveland is a financial advisor with LPL Financial in Wilmington, DE, holding the CFP® designation and Series 63 license. He has 16 years of industry experience, including 13 years with LPL Financial. Eveland operates a DBA called Covenant Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies across multiple account types.

Anthony Rossini is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has previously worked at M&T Securities Inc. and Citizens Securities, Inc., with tenures of five and thirteen years, respectively. Rossini is based in Glen Mills, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

William Filer Jr. is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Merrill, Banc of America Investment Services, Ifmg Securities, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors and utilizes various investment strategies supported by advanced operational and research tools.

William Bradley is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Chase Bank and Bank of America, including Merrill, over the course of his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Pamela Whalen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Merrill and Bank of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Nicholas Calabrese is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Equitable Advisors and AXA Advisors. Prior to his financial career, he was employed by the Philadelphia Phillies and spent four years at St. John Fisher College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of model portfolios, advisory roles to registered investment companies, and incorporation of AI and systematic methodologies in its investment approach.